Profit Sharing · DOL Form 5500 · 2024

Otto's Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$83K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$27,500
Avg per participant Low balance/head
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Official DOL plan name: Otto's Enterprises, Inc. Profit Sharing Plan & Trust · Sponsored by Otto's Enterprises, Inc. · Tennessee · Other Services

$83K in assets, 3 participants

Otto's Enterprises, Inc.'s Otto's Enterprises, Inc. Profit Sharing Plan & Trust reported $83K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #842 in Other Services (7,719 peers)

Otto's Enterprises, Inc. multi-year trail

Otto's Enterprises, Inc.'s plans moved -16.4% in assets from 2022 to 2024; this filing shows Otto's Enterprises, Inc. Profit Sharing Plan & Trust at $83K / 3 participants.

#842
in Other Services (7,719 peers)
-23.5%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Otto's Enterprises, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Otto's Enterprises, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$82,500 5th percentile higher than 5% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Otto's Enterprises, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otto's Enterprises, Inc. Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otto's Enterprises, Inc. Profit Sharing Plan & Trust reported net income fell from $9K in the plan year 2023 filing to -$25K in the plan year 2024 filing.
  • Otto's Enterprises, Inc. Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Otto's Enterprises, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $108K in the plan year 2023 filing to $83K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205610167 · Otto's Enterprises, Inc. PY 2024 · Profit Sharing

Otto's Enterprises, Inc. Profit Sharing Plan & Trust · $83K · 3 · 5th

  • BOOK $83K
  • BOOK 3
  • BOOK 5th
  • BOOK Profit Sharing
  • BOOK near Shea 38c, Inc. Profit Sharing Plan
  • BOOK ind #842

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Tennessee →

Otto's Enterprises, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Otto's Enterprises, Inc. Profit Sharing Plan & TrustOtto's Enterprises, Inc. Pro…$83KShea 38c, Inc. Profit Sharing PlanShea 38c, Inc. Profit Sharin…$83KFitfirst Enterprises Inc. Retirement PlanFitfirst Enterprises Inc. Re…$82KBack Porch Real Estate LLC Profit Sharing PlanBack Porch Real Estate LLC P…$82KOfflemits Inc. Retirement PlanOfflemits Inc. Retirement Pl…$83K
End-of-year total assets ($M) among Otto's Enterprises, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Otto's Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Otto's Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83K 16.438772409601945% vs 2022
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M$0.12M 202220232024 $0.1M $0.08M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 2 $99K
2023 1 2 $108K
2024 1 3 $83K

Otto's Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$108K
Net Assets (End of Year)$83K
Net Income-$25K
Employer EIN205610167
Plan Effective Date2007-03-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Otto's Enterprises, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Otto's Enterprises, Inc. Profit Sharing Plan & Trust, Total assets ($M): 0.0825 · Participants: 3Otto's Enterprises, Inc. Profit Sharing Plan & TrustBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Otto's Enterprises, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Otto's Enterprises, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Otto's Enterprises, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Shea 38c, Inc. Profit Sharing Plan in NY ($83K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Otto's Enterprises, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Otto's Enterprises, Inc. Profit Sharing Plan & Trust declined sharply - down 23.5% during 2024, from $108K to $83K. Reported net income was -$25K.
How have Otto's Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otto's Enterprises, Inc.'s sponsor-wide assets declined 16.4%, from $99K to $83K.
Where does Otto's Enterprises, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Otto's Enterprises, Inc. Profit Sharing Plan & Trust ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Otto's Enterprises, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Shea 38c, Inc. Profit Sharing Plan in NY ($83K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Otto's Enterprises, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205610167.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.